Years of Experience
5-20+ Years
STAMFORD, CT
4 Years Experience
0 Disclosures
ADVISOR BIO
Allen Wu Shen is an investment banking representative registered with The Bank Street Group LLC, based in Stamford, CT. Allen has been working in the industry since 2021. Allen holds the Series 79TO, Series 63, and SIE licenses. Allen is registered with the state regulators in Connecticut and New York.
SPECIALIZATIONS
No specializations listed.
Orange, CT
15 Years Experience
0 Disclosures
ADVISOR BIO
Allen Dina is a financial advisor with Key Investment Services LLC. Allen has worked in the financial services industry since 2009. Allen is registered with the state of Connecticut. Allen holds the Series 6, Series 63, and SIE licenses.
SPECIALIZATIONS
Greenwich, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Allen Christopher Morton is a financial advisor with J.p. Morgan Securities LLC. Allen has been in the financial services industry since 2016. Allen is licensed in 53 states and holds both Series 66 and Series 7 licenses. Allen works with high-net-worth individuals, corporations, pension plans and charitable organizations. Allen previously worked at Oppenheimer & Co. Inc. and Global Alternative Investment Services, Inc..
SPECIALIZATIONS
GREENWICH, CT
45 Years Experience
3 Disclosures
ADVISOR BIO
Allen Phelps Lovejoy is a financial advisor who has been in the industry since 1980. Allen is currently registered with Wells Fargo Clearing Services, LLC in Greenwich, CT. Allen is also registered in Texas as a resident investment advisor. Allen has a long history of working in the financial services industry with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Lehman Brothers Inc, and Lehman Brothers Kuhn Loeb Incorporated. Allen is licensed to offer a variety of investment products and services, including investment advisory services, financial planning, and portfolio management. Allen's firm has a long history of providing financial services to a wide range of clients, including individuals, businesses, and institutions. The firm provides financial advisory services to clients with a broad range of assets. Allen's experience and qualifications make Allen a valuable resource for clients seeking financial advice.
SPECIALIZATIONS
WILTON, CT
0 Disclosures
ADVISOR BIO
Allen Dudley Shepard is an Investment Advisor Representative at Stonebridge Advisors LLC. Allen has been in the industry since January 2005 and holds a Series 65 license. Allen is registered with the state of Connecticut and has been in that role since June 2005. Stonebridge Advisors LLC is a registered investment advisor firm based in Wilton, Connecticut. The firm specializes in portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
SHELTON, CT
19 Years Experience
0 Disclosures
ADVISOR BIO
Allison Mislow is a financial advisor with over 18 years of experience in the industry. Allison has been registered with MML Investors Services, LLC since March 2017. Prior to that, Allison was employed at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Allison holds Series 6, 7, 63, and 66 licenses. Allison is licensed in 46 states and is registered with FINRA. Allison specializes in providing financial planning, pension consulting, asset allocation programs, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
SHELTON, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Allison N. Anderson is a financial professional registered with Prudential Annuities Distributors, Inc. Allison holds the Series 63, Series 6TO and SIE licenses. Allison is registered in Florida and Kansas. Allison has been working in the financial services industry since August 2022.
SPECIALIZATIONS
No specializations listed.
Stamford, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Allison Brady Roberts is a financial professional with over 15 years of experience in the financial services industry. Allison is currently registered with Grayscale Securities, LLC. Prior to joining Grayscale Securities, Allison was with GENESIS GLOBAL TRADING, INC., KINETICS FUNDS DISTRIBUTOR LLC, KBD SECURITIES, LLC, and WESTCO INVESTMENT CORP. Allison holds FINRA Series 7, 63, 24, and SIE licenses as well as the Uniform Investment Adviser Law Examination (Series 65). Allison has been actively involved in the financial services industry since 2007.
SPECIALIZATIONS
No specializations listed.
SHELTON, CT
5 Years Experience
0 Disclosures
ADVISOR BIO
Allison O'Brien is a registered representative with Prudential Annuities Distributors, Inc., licensed in Connecticut. Allison is a Series 63, Series 26, and Series 6TO licensed professional with experience in the financial industry since August 6, 2020.
SPECIALIZATIONS
No specializations listed.
Verified
Ameriprise Financial Services, LLC
Litchfield, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Allison Barbara Becker is a financial advisor with Ameriprise Financial Services, LLC. Allison has been in the financial industry since 2018. Allison has Series 66, SIE, and Series 7 licenses and is registered in 28 states, including Connecticut, North Carolina, and California. Allison specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and trusts. Allison's services include asset allocation, financial planning, pension consulting, educational seminars, and portfolio management. Allison is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
